Jim Cramer's Mad Money Stock Recap Feb. 26
Pick #3: Yahoo! (NasdaqGS: YHOO)
People have been asking Jim Cramer what is happening to Google (NasdaqGS: GOOG), and he replies that it is stalled. When it falls from $465 to $450, he says it might be worth buying again, since Cramer still thinks it will reach $900. In the meantime, Cramer suggests taking a look at three dot-coms, and his third favorite pick is Yahoo!. Although Yahoo! is a distant second after Google, Cramer believes when Fidelity Investments will finish selling its massive stake in the company, the stock will get a bounce. He also notes Legg Mason is buying Yahoo, its Panama search engine is "for real" and its estimates are too low and can be beaten easily.
Pick #2: IAC/Interactive Corp. (NasdaqGS: IACI)
Cramer notes that this stock has risen 60% since he recommended it in August when it was "one of the most hated stocks." He praises its acquisition of CollegeHumor.com, a "quiet moneymaker" and notes that it is gradually "nibbling up the whole internet one bite at a time." While many people consider the company's combination of businesses as random, Cramer sees the company as developing more efficient web services and notes IAC's "real buyback," is a vote of confidence.Pick #1: eBay (NasdaqGS: EBAY)
Cramer called eBay his "primo, absolute favorite" internet stock because it is an essential part of the culture, and in spite of the fact that its acquisition of Skype was "the single dumbest purchase of the decade," Skype seems to be improving and the negativity is already priced into the stock. Cramer thinks its most recent purchases, such as StubHub, are smarter, notes that it has an improved search engine coming, and its "international growth is en fuego. Cramer likes the fact that eBay owns PayPal, "the Visa, Mastercard and American Express of the Internet," and that it is "pretty much a monopoly" with accelerated growth.CEO Interview: Michael Rubin, GSI Commerce (NasdaqGS: GSIC)
Cramer asked Michael Rubin why investors should stay with GSI, and he said its services are just "kicking in" and it has an advantage over a company like Amazon because "everything we do is about supporting our partners ... we don't compete with them in any shape, way or form." Cramer commented on the company's "fabulous growth" and suggests staying with it.
Published By SeekingAlpha
People have been asking Jim Cramer what is happening to Google (NasdaqGS: GOOG), and he replies that it is stalled. When it falls from $465 to $450, he says it might be worth buying again, since Cramer still thinks it will reach $900. In the meantime, Cramer suggests taking a look at three dot-coms, and his third favorite pick is Yahoo!. Although Yahoo! is a distant second after Google, Cramer believes when Fidelity Investments will finish selling its massive stake in the company, the stock will get a bounce. He also notes Legg Mason is buying Yahoo, its Panama search engine is "for real" and its estimates are too low and can be beaten easily.
Pick #2: IAC/Interactive Corp. (NasdaqGS: IACI)
Cramer notes that this stock has risen 60% since he recommended it in August when it was "one of the most hated stocks." He praises its acquisition of CollegeHumor.com, a "quiet moneymaker" and notes that it is gradually "nibbling up the whole internet one bite at a time." While many people consider the company's combination of businesses as random, Cramer sees the company as developing more efficient web services and notes IAC's "real buyback," is a vote of confidence.Pick #1: eBay (NasdaqGS: EBAY)
Cramer called eBay his "primo, absolute favorite" internet stock because it is an essential part of the culture, and in spite of the fact that its acquisition of Skype was "the single dumbest purchase of the decade," Skype seems to be improving and the negativity is already priced into the stock. Cramer thinks its most recent purchases, such as StubHub, are smarter, notes that it has an improved search engine coming, and its "international growth is en fuego. Cramer likes the fact that eBay owns PayPal, "the Visa, Mastercard and American Express of the Internet," and that it is "pretty much a monopoly" with accelerated growth.CEO Interview: Michael Rubin, GSI Commerce (NasdaqGS: GSIC)
Cramer asked Michael Rubin why investors should stay with GSI, and he said its services are just "kicking in" and it has an advantage over a company like Amazon because "everything we do is about supporting our partners ... we don't compete with them in any shape, way or form." Cramer commented on the company's "fabulous growth" and suggests staying with it.
Published By SeekingAlpha
posted by Stock Administrator @ 7:28 AM
0 Comments:
Post a Comment
<< Home